MFO Premium

Blog expands upon our monthly main site commentary. Regular categories include Fund Updates, Works In Progress, Making Most of MFO Premium, and Site Updates. Reader comments can be posted via the form provided under each post. Subscribers can also submit articles as guests and offer site feedback by clicking here.

Category: Getting Most of MFO Premium

These articles tend to highlight features of MFO Premium search tools. Many of the search screens were developed in response to requests from David, Ed, and our readers.

As highlighted in this month’s commentary, we have two sessions planned, one hour each nominally, on Wednesday, 15 May 2019 at 2 pm and 5 pm eastern … 11 am and 2 pm pacific.

Like last time, we will employ easy-to-use Zoom web conferencing tool.

Intention is to help walk users with the new QuickSearch tool, a “lite” version of MultiSearch, plus provide an update on our premium site’s latest features, like the Compare tool, empty column hide option, and ability to export (up to 25) funds from results table to Watchlists.

Please register here for the first session, or here for the second session.

Vanguard by far has largest number of funds leading their respective categories in assets under management, as seen in table below. At 44, that’s almost 30% of the 155 categories Lipper tracks.

Pulling on this one a bit more … Vanguard has 178 funds in 81 categories, so with 44 of its funds leading their categories in AUM, Vanguard leads more that half of the categories it “competes” in! Wow.

We’ve conducted our first-ever Zoom Webinars … three this month … all sessions generated positive feedback and follow-up … several questions in first session especially. As touted by chip, thought the process was easy, which bodes well for future sessions.

MFO’s Fund Family Scorecard measures how well funds run by the same management company have performed against their peers since inception.

We first published the card in June 2014 commentary with How Good Is Your Fund Family?, followed by updates in May 2015 and May 2016. Beginning in June 2016, our premium site updates the card monthly and provides fund family metrics.

GO distinctions are based on a fund’s relative risk-adjusted return within category. So, the category can perform badly, like commodities and EM have done last few years … indeed among the most hated funds, but individual funds can still get high marks.

We were wondering whether there were any “safe” Technology Funds to consider for the potentially turbulent years ahead. We thought we’d start by asking “who did well during the last two crashes?” and seeing if anyone avoided the worst of the bloodshed in both 2000-02 and 2007-09.